Snowflake Inc (SNOW)
SobrevaloradaFundamental
43
Precio
$339.56
Capitalización Bursátil
$115.76B
Parte 1 · Cuánto vale la empresa
Resumen
Snowflake Inc. provides a cloud-based data platform for various organizations in the United States and internationally. The company's platform includes artificial intelligence (AI) Data Cloud, which enables customers to consolidate data into a single source of truth to drive meaningful business insights, build data applications, and share data and data products, as well as applies AI for solving business problems. It serves financial services, advertising, media and entertainment, retail and consumer goods, healthcare and life sciences, manufacturing, technology, telecom, travel and hospitality, and government and defense industries, as well as the public sector. the company has a collaboration with OpenAI, L.L.C. for the development of AI solutions for joint enterprise customers that deliver tangible return on investment. The company was formerly known as Snowflake Computing, Inc. and changed its name to Snowflake Inc. in April 2019. Snowflake Inc. was incorporated in 2012 and is based in Menlo Park, California.
No editorial profile for this company yet
Direct competitors
Who this company fights with for the same customers
No editorial profile for this company yet
No competitor list for this company yet.
Balance y Liquidez
Ingresos
$5.43B
Últimos 12 meses (hasta 31/7/2026)
Beneficio Neto
$-1.09B
Últimos 12 meses (hasta 31/7/2026)
Flujo de Caja Libre
$1.12B
Patrimonio Neto Total
$1.92B
Pasivo Total
$7.21B
Ratio de Liquidez
0.94
Cobertura de Intereses
148.76
Deuda/EBITDA
-
Beneficio Por Acción
Ingresos y Beneficio Neto
Flujo de Caja Libre
Desglose de Ingresos
Estado histórico
Márgenes en el tiempo
La deuda en el tiempo
Cuánto pesa la deuda
Cuadro de crecimiento
Crecimiento — Ingresos
Estimación de Valor Justo
Valor Justo
$256.79
Precio Actual
$339.56
Margen de Seguridad
-32.2%
Rango de Valor Justo
$166.91 - $346.66
Dispersión entre los métodos de valoración utilizados, no un intervalo de confianza calibrado estadísticamente.
Métodos de Estimación
Métricas de Valoración
Ratio P/E
-
ROE
-69.2%
Ratio P/B
55.73
P/FCF
100.23
Margen Bruto
67.0%
ROIC
-19.7%
Radar de Rentabilidad
Creación de Valor (Ventaja Competitiva)
ROIC
-19.7%
WACC
11.6%
ROIC − WACC
-31.3 pp
El ROIC está por debajo del coste del capital: la empresa destruye valor por cada dólar invertido.
Criterios de Análisis Fundamental
Superado (12)
- EPS shows upward trend
- Gross Margin 67.0%
- Debt/Equity ratio
- Positive Free Cash Flow
- CapEx intensity
- Current Ratio
- Interest Coverage
- Revenue Growth 5Y 51.2%
- Analyst Consensus 88% Buy
- Earnings Surprise avg 20.6%
- Share Dilution 1.2%
- Net Margin Trend -20.1% vs -33.5%
Fallido (10)
- Price CAGR 2.64%
- ROIC -19.7%
- P/FCF 100.23
- P/B Ratio 55.73
- Operating Margin -22.8%
- Return on Tangible Assets
- Low reliance on intangibles
- DCF valuation (Overvalued)
- ROE -53.6%
- Piotroski F-Score 4/9
No disponible (5)
- Dividend Payout NaN%
- Debt/EBITDA
- Price below Graham Number
- PEG Ratio (need PE > 0 and growth > 0)
- Earnings Quality (OCF/Net Income)
Piotroski F-Score
Señales mixtas: algunas áreas requieren atención
Calidad de los Beneficios
Baja calidad: investigue la contabilidad
Dilución de Acciones
El número de acciones es estable
Participaciones institucionales
Gobernanza
Equipo Directivo
| Nombre | Cargo | Edad |
|---|---|---|
| Mr. Sridhar Ramaswamy Ph.D. | CEO & Director | 58 |
| Dr. Benoit Dageville Ph.D. | Co-Founder, Strategic Advisor & Director | 58 |
| Mr. Brian G. Robins | Chief Financial Officer | 55 |
| Mr. Christian Kleinerman | Executive Vice President of Product Management | 49 |
| Mr. Vivek Raghunathan | Senior Vice President of Engineering | 46 |
| Mr. Thierry Cruanes | Co-Founder | - |
| Ms. Emily Ho | Chief Accounting Officer | 45 |
| Mr. S. Muralidhar | Chief Technology Officer | - |
| Mr. Mike Blandina | Chief Information Officer | - |
| Ms. Katherine Anne McCracken | Head of Investor Relations | - |
Riesgo de Auditoría
3
Riesgo del Consejo
10
Riesgo de Compensación
10
Riesgo de Derechos del Accionista
7
Parte 2 · El precio y el momento de entrar
Esta parte no sirve para saber si la empresa vale: sirve para elegir cuándo comprarla, una vez que los fundamentales te han convencido. Dentro: análisis técnico, potencial, caídas históricas, exposición gamma.
Documentos
- Ver documento
Informe anual (10-K)
Un resumen anual del negocio, los resultados financieros y los riesgos de la empresa.
Presentado el 2026-03-20
- Ver documento
Informe trimestral (10-Q)
Una actualización del desempeño financiero de los últimos tres meses.
Presentado el 2026-09-04
- Ver documento
Informe de hecho relevante (8-K)
Un aviso sobre un hecho relevante, como un cambio de dirección o un anuncio importante.
Presentado el 2026-09-02
via SEC EDGAR
Historial de Resultados
via SEC EDGAR
Latest News
Recent headlines for SNOW, sourced from Markets Gazette.
- 28d agoPOSITIVESnowflake has a secret weapon that’s powering its stock toward a huge gain
Snowflake's AI-powered coding assistant, 'Snowpark Container Services', is reportedly a key driver of significant sales momentum, contributing to a substantial stock price increase. This innovative tool is enhancing customer adoption and expanding the company's market reach within the data cloud sector. The positive reception and integration of this AI capability suggest strong future revenue growth and market share gains for Snowflake, making it an attractive prospect for investors looking for exposure to AI-driven enterprise solutions.
- 29d agoPOSITIVESnowflake’s stock soars as the company blows away estimates with its AI-fueled forecast
Snowflake Inc. has experienced a significant surge in its stock price following an exceptional earnings report that surpassed analyst expectations. The company's robust revenue growth is attributed to its increasing adoption by businesses developing AI tools, leveraging Snowflake's data platform. This strong performance indicates a high demand for its services in the burgeoning AI sector, positioning Snowflake as a key player in enabling AI innovation. Investors are likely to view this trend positively, anticipating continued expansion and market share gains as AI adoption accelerates.
- 29d agoNEUTRALSnowflake forma una divergenza ribassista prima degli utili: salirà o crollerà?
Snowflake Inc. is poised for a significant price movement as it prepares to release its financial results today, September 2nd. The stock has traded within a narrow range, currently priced at $319.80, down slightly from its recent monthly high of $341. As a leading data warehousing company, Snowflake is experiencing robust growth, fueled by increasing demand from major clients like Honeywell, Amazon, and Siemens Energy, particularly within the AI era. The company's first-quarter results indicated accelerating growth, with revenues up 33%. Investors will be closely watching the earnings report for confirmation of this growth trajectory and any forward guidance that could impact future performance.
- 6/17/2026NEUTRALSnowflake Vs. Databricks: Can SNOW Stock Hold Its Ground Against A Rising Tech Giant?
Snowflake Inc. (NYSE: SNOW) is facing increased competition from Databricks, which is experiencing rapid growth. Despite this competitive pressure, analysts suggest that Snowflake's stock remains a buy due to its stronger cash flow generation and a comparatively lower valuation. Recent analyst ratings from March 2022 show a mixed sentiment, with Cowen & Co. maintaining an 'Outperform' rating, Rosenblatt maintaining 'Neutral', and Jefferies maintaining 'Hold'. This dynamic suggests ongoing debate among analysts regarding SNOW's future performance relative to its key competitor.
- 5/30/2026NEUTRALSnowflake CEO says monster quarter shows why software firms need new pricing models to thrive in AI age
Snowflake CEO Sridhar Ramaswamy commented on the company's 'monster quarter,' suggesting that software firms must adopt new pricing models to succeed in the AI era. He predicts that companies relying on traditional seat-based licensing will face challenges as AI enables employees to complete significantly more work. This perspective highlights a potential shift in software valuation metrics, moving away from user counts towards consumption or value-based pricing, which could impact how investors assess software companies' future revenue streams and profitability.
- 5/28/2026POSITIVESnowflake Stock Surges After 'Milestone Quarter': Analyst Says 'AI Acting As A Catalyst'
Snowflake Inc. experienced a significant surge in its stock price following a 'milestone quarter', with analysts attributing the positive momentum to the company's advancements and growth in Artificial Intelligence (AI). The company's Q1 results have prompted analysts to raise their price targets, signaling strong investor confidence. The AI integration is seen as a key catalyst, driving performance and future potential for the data cloud company. This positive outlook suggests continued investor interest and potential for further stock appreciation.
via Markets Gazette